IP

Ignite Planners Portfolio holdings

AUM $610M
1-Year Est. Return 18.49%
This Quarter Est. Return
1 Year Est. Return
+18.49%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$357M
AUM Growth
+$20.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
310
New
Increased
Reduced
Closed

Top Buys

1
+$2.98M
2
+$2.04M
3
+$1.69M
4
SEIX icon
Virtus SEIX Senior Loan ETF
SEIX
+$1.46M
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$1.23M

Top Sells

1
+$7.82M
2
+$1.24M
3
+$1.14M
4
JPM icon
JPMorgan Chase
JPM
+$1.08M
5
STAG icon
STAG Industrial
STAG
+$835K

Sector Composition

1 Technology 12.13%
2 Financials 6.85%
3 Consumer Discretionary 4.7%
4 Communication Services 3.64%
5 Consumer Staples 3.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$231K 0.06%
1,610
-10
252
$230K 0.06%
927
-97
253
$229K 0.06%
+9,780
254
$227K 0.06%
+6,302
255
$226K 0.06%
1,413
-50
256
$225K 0.06%
1,935
-37
257
$223K 0.06%
1,290
+32
258
$223K 0.06%
9,162
259
$221K 0.06%
2,775
-15,552
260
$220K 0.06%
+3,237
261
$220K 0.06%
2,167
-220
262
$215K 0.06%
803
+1
263
$214K 0.06%
+2,686
264
$213K 0.06%
+2,075
265
$209K 0.06%
+589
266
$207K 0.06%
+6,670
267
$205K 0.06%
13,341
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268
$205K 0.06%
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-134
269
$202K 0.06%
+1,183
270
$202K 0.06%
+3,385
271
$202K 0.06%
+2,868
272
$198K 0.06%
13,307
+857
273
$190K 0.05%
15,988
-916
274
$180K 0.05%
16,217
-2,212
275
$146K 0.04%
11,716
-9,448
9 10
11
12 13